Method Community

 Hi warren_nickus, To sync with quickbooks you need to have the method integration  engine installed. Please read the document entitled "Method Initial Setup Guide" which is located at http://www.methodintegration.com/self-service-documentation.aspx Once you have the engine installed you can set the frequency with which it ...

Val - you can count on me for difficult ones to explain.  I tried your fix and received the following error: mapAddressError: Lynn Trichel,603 Las Lomas Drive,Westlake Hills,TX,78746 not found. Located Zip/Postal Code only. If there is any uncertainty, it did not work.  It appears as though there is an issue processing the name field ...

@simsimsalabim - I see this is your first post…welcome to our forums! Hmm, you've sure picked a tough one to explain but I'll do my best. I see this broken down into your two questions. [quote user="simsimsalabim"]have customer names appear with addresses in Google Maps,[/quote] The answer to this could be as easy a ...

Moreover, how does the syncing work? If I add an invoice in Method does it sync to QB on the spot or there is a waiting time?  

[quote user="smohyee"]...if I type in "Vendor" into the "replace from table"  field, and put my desired Vendor record ID as an Action Result in the next field, then the function will go lookup every merge field in my template...[/quote] Correct.  Method is quite clever with the merge function! ...

Thanks Chad, just the sort of thing I was looking for! I checked out the examples of the merge field suboption of the character function action. So if I understand this correctly, if I type in "Vendor" into the "replace from table"  field, and put my desired Vendor record ID as an Action Result in the ...

[quote user="smohyee"]...the merge fields use the active record ID for the current screen/table the template is loaded into.[/quote] The merge is not always based off active RecordID.  Replacing merge fields relies on the Character Function action, specifically the option Replace <<merge>> fields.  Take a look the ...

Hi Martin, Please accept my apologies for the late response here. We've had created an internal ticket to help determine the cause and expedite any possible solution. Our team is still looking into it and I will provide an update as soon one is available.

Still no answer in days. What is going on. What can I do to resolve the issue I am having

Hello!  Just wanted to state that I am new to forum but think Method is great with one painful exception.  When map out the route with directions, there is no correlation between customer name and address, which further exacerbates the route list being in no particular order.  Ideally, the route list would be based upon the order ...